RIA Intel›Advisers›California›AMB FINANCIAL LLC

AMB FINANCIAL LLC

Advisory

CA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in CA

#4,937

of 5,480 advisers by AUM

Average account

$305K

across 16 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

16 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

THINK WEALTH, LLC

$5M

BUTRIMOVITZ, GERALD PAUL

$5M

JLE WEALTH MANAGEMENT, LLC

$5M

PIVOT POINT CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA

$5M

JIMENEZ, JAMES ANTHONY

$5M

VERA WEALTH LLC

$5M

Get the full picture on AMB FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AMB FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans